My Services

As part of putting together your integrated wealth plan, we coordinate many different strategies to help address your needs.

Integrated wealth planning

Comprehensive approach
Coordination with other advisors

 

Investment Management

Wealth preservation, value driven approach
Customized portfolios

 

Retirement Planning

Building wealth
Retirement income strategies

 

Liability Management

Management of concentrated positions
Protection from long term health care costs, death of a spouse, disability

 

Wealth Transfer Planning

Establishing a legacy plan
Wills and trusts

 

Estate Planning Strategies 

Wills, trusts and essential estate planning strategies
Preserve your estate for intended heirs
Establish beneficiary designations
*Working with specialists available through Wells Fargo Advisors Financial Network and its affiliates

 

Tax Planning Strategies

Tax efficient investment strategies
Income distribution strategies

 

Charitable Gifting

Impact investing strategies
Charitable gifting strategies

 

Education Funding Strategies

Estimate the funds needed
Identify the best approach to help save


"Personalized attention, coordination with other professionals and comprehensive solutions designed to address your wealth management needs."


Wells Fargo Advisors Financial Network and its affiliates do not provide legal or tax advice. Transactions requiring tax consideration should be reviewed carefully with your accountant or tax advisor. Any estate plan should be reviewed by an attorney who specializes in estate planning and is licensed to practice law in your state.
Insurance products offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

Investment and Insurance Products are:

  • Not Insured by the FDIC or Any Federal Government Agency
  • Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
  • Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AZ, CA, CT, FL, GA, IL, IN, MA, ME, MI, NC, ND, NJ, NY, OH, OK, PA, SC, SD, TN, TX, UT, VT, WI, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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